Naples Global Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Naples Global Advisors, LLC
- $1.24 Billion
- Q3 2025
A detailed history of Naples Global Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Naples Global Advisors, LLC holds 11,320 shares of DFUV stock, worth $509,852. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,320
Previous 11,320
-0.0%
Holding current value
$509,852
Previous $478,000
5.65%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio